A job layoff or change?

Leaving a job, whether by choice or due to an involuntary lay-off or shut-down, may mean a change in your current and ongoing personal and financial situation. We can help with strategies and advice for balancing your priorities, goals and obligations.

We know there are a variety of issues that matter to you. We use a tremendous resource that provides us with timely and concise information. We proudly provide you access to SNAPSHOTS, located on Dynamic Funds website.

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An empty nest?

Contact us for advice on how to handle the financial changes that come with an empty nest.

Death?

The death of your spouse or a loved one can mean changes in your life and your life goals. We can help with strategies and advice for balancing your priorities and making progress towards achieving your financial goals if this death changes your situation.

We know that there are a variety of issues that matter to you. We use a tremendous resource that provides us with timely and concise information. We proudly provide you access to SNAPSHOTS, located on Dynamic Funds website.

Elderly parents?

The illness of your parent will mean a change in your life. We can help you to understand the issues at stake and how they can be resolved to ensure that this difficult time can be dealt with as painlessly and efficiently as possible for the entire family.

We know there are a variety of issues that matter to you. We use a tremendous resource that provides us with timely and concise information. We proudly provide you access to SNAPSHOTS, located on Dynamic Funds website.

Divorce?

The end of your relationship with your spouse will mean a change in some of your life goals. We can help with strategies and advice for balancing your priorities and making progress towards achieving your financial goals in your new situation.

We know that there are a variety of issues that matter to you. We use a tremendous resource that provides us with timely and concise information. We proudly provide you access to SNAPSHOTS, located on Dynamic Funds website.

Retirement?

Transitioning into retirement will mean a change in your lifestyle and some of your life goals. We can help with strategies and advice for balancing your priorities and making progress towards achieving your financial goals.

We know that there are a variety of issues that matter to you. We use a tremendous resource that provides us with timely and concise information. We proudly provide you access to SNAPSHOTS, located on Dynamic Funds website.

HollisWealth® is a division of Industrial Alliance Securities Inc. (iA Securities), a member of the Canadian Investor Protection Fund (CIPF) and the Investment Industry Regulatory Organization of Canada (IIROC). iA Securities is a trade name and business name under which Industrial Alliance Securities Inc. operates. This information has been prepared by Robert Mulrooney for HollisWealth®, a division of iA Securities, and does not necessarily reflect the opinion of iA Securities. The information contained in this document comes from sources we believe to be reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any the securities mentioned. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where he is registered. For more information about HollisWealth®, please consult the official website at www.holliswealth.com. Mindset Wealth is a personal trade name of Robert Mulrooney.